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The following describes the fields on the General tab of the Opportunity Management screen, which displays details about the opportunity.
Opportunity
Source
Enter/select source of opportunity. The sources available for selection in this field are maintained in the Opportunity Management - Sources screen.
Description
As mentioned in the Opportunity Management - Opportunities overview, when an opportunity object is created, an associated project object is also created. This field is the description of the opportunity, and the description entered here will be copied to the corresponding description field of the associated project. This field is updatable through the corresponding project, through CMiC Field.
Current Sales Stage
Enter/select the current stage in the sales phase. When the sales stage is changed and saved, a new entry is saved in the Sales Stage History table, on the Life Cycle tab, recording the new stage and the date for which the new stage was selected.
The sales stages available for selection in this field are maintained in the Opportunity Management - Sales Stages screen.
Construction Value
Enter the construction value.
Potential Revenue
Projected revenue amount for this opportunity. If the ‘Opportunities In Thousands’ checkbox is checked, do not enter the 3 trailing zeros “000” to identify thousands. The checkbox is located on the OM Control File screen.
Fee %
Enter the percentage for the management/contract fee, or optionally, enter the amount of this fee in the Fee Amt field. If this field is used, the Fee Amt field will be automatically calculated, using either of two methods, as detailed below. The Fee Amt field is updated once this field loses focus.
Fee Amt
Option 1: If not using the Fee % field, enter the actual amount of the management/contract fee in this field.
Option 2: If using the Fee % field, this field is automatically calculated, in either of two ways. The method is determined by the Fee Calculation Method field, located on the OM Control File screen. The following are the two formulas used to fill in the Fee Amt field, based on the following two values of the Fee Calculation Method field:
1) Percentage of Contract: Fee Amt = Potential Revenue x Fee %
2) Percentage of Cost: Fee Amt = (Potential Revenue x Fee %) / (1 + Fee %)
Proposal Budget
Amount budgeted for proposal.
GBASF
Gross building area square footage.
Go (%)
Project odds: chance of project becoming a reality.
Get (%)
Chance of winning opportunity. Automatically populated by the Percent of Closing field of the Sales Stage entered for the opportunity, if this field was entered for the sales stage. Note, this field’s pre-populated value can be overwritten.
Closing (%)
Calculated value, based on following fields and calculation: Go (%) x Get (%) / 100
Gross Profit
Calculated amount based on following fields and calculation: Fee Amt - Proposal Budget.
Gross Profit (%)
Calculated percentage based on following fields and calculation: Gross Profit / Potential Revenue.
Ctrl Market Sector
The setting which controls whether or not submarket sectors are used is located on the OM Control File screen (see Configure OM Module for Company for details). If the 'Submarket' checkbox is checked on the OM Control File screen, the Ctrl Market Sector and Market Sector fields are both used, with the Market Sector field being the submarket sector. Otherwise, the Ctrl Market Sector field is irrelevant and set to “ALL”, and just the Market Sector field is used to select a market sector.
If the ‘Submarket’ checkbox is checked, this field is the general market sector for the market sector selected by the Market Sector field. When a value is selected from this field, its submarket sectors will be available in the Market Sector field.
Market sector groups and their types are created on the Market Sector Maintenance screen.
NOTE: Additional market sectors can be entered for the opportunity using the Market Sectors tab.
Market Sector
As detailed above, if the ‘Submarket’ checkbox located on the OM Control File screen is checked, this field is the submarket sector belonging to market sector group selected via the Ctr. Market Sector field, and the values available in this drop-down are dependent on the value chosen for the Ctrl. Market Sector field. Otherwise, submarket sectors are not used, the Ctrl. Market Sector field is irrelevant, and only this field is used to select a market sector.
Construction Type
Enter/select the project’s construction type. The types of construction available to be selected in this field are maintained in the Opportunity Management - Construction Types screen.
Building Classification
Enter/select the classification of building to be constructed. The building classifications available to be selected in this field are maintained in the Opportunity Management - Building Classifications screen .
Delivery Method
Enter/select the delivery method (contract type). The methods of delivery available to be selected in this field are maintained in the Contract Types screen.
Red Team Review Req – Checkbox
If applicable, check to indicate opportunity needs to be reviewed by a Red Team member.
Red Team Date
If the ‘Red Team Review Req’ checkbox is checked, this field becomes enabled. Date by when opportunity must have been reviewed by a Red Team member.
Include As Target – Checkbox
Check to include this opportunity in Opportunity Management reports that require this checkbox to be checked, such as: Risk Report and Needs Report.
Special Projects – Checkbox
Indicates project associated to this opportunity is a special project.
Top 100 – Checkbox
Indicates opportunity would rank in the top 100, in terms of revenue.
Dates
Services Start
Enter date services start. Services start and end dates encompass all services, from the very beginning to the very end of the project associated with this opportunity.
Services End
Enter date services end.
Duration Months
Number of months from Services Start to Services End fields.
NOTE: If the date is entered for the Services Start field and the number of months is specified in the Duration Months field, the Services End field is filled in automatically. Also, to change the Services End field, clear the Duration Months field first.
Precon. Start
Enter start date for preconstruction phase.
Precon. End
Enter end date for preconstruction phase.
Current Year Months
Number of months in the current year, for the date range specified by the fields, Services Start and Services End.
Construction Start
Date construction starts.
Construction End
Date construction ends.
Next Year Months
Number of months in the next year, for the date range specified by the fields, Services Start and Services End.
Closing Date
Select or enter the award date of the bid.
Actual Closing Date
This date will be populated automatically when this opportunity’s corresponding bid job is indicated as being won through the win/lose bid process. This field may, however, be entered manually if this opportunity was not processed through the standard bid job then win/lose bid process, for historical purposes.
Future Year Months
Number of months in the year(s) after next year, for the date range specified by the fields, Services Start and Services End.